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TJ Brooks

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  1. 59 votes

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    This definitely seems like something we would do as part of “Company” support where if only a Company name is added, then it would change to a Company icon rather than a Contact icon.

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    TJ Brooks commented  · 

    Currently the system reads contacts as customer (contact)->job.
    We manage projects for one customer that involves multiple people. We also provide alternate services to these customers and never communicate about a job based on the contact but instead by the property.

    I propose changing the entity hierarchy to companies->properties (contacts listed for both company/property->Jobs.
    This will allow us to communicate as we normally would in regards to customers.

    Customer (Company): CBRE
    Properties: 100 main
    2394 west way
    4857 east way

    Both the company and the property could have contacts assigned to them and jobs would be located exclusively under a property. The way it's set up now, will prevent our team from purchasing JobNimbus despite it being a fantastic tool.

    TJ Brooks supported this idea  · 

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